Purchases and Sales Made in Q4 2022 in Ishares Tr Fallen Angels Usd B (FALN)
This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR FALLEN ANGELS USD B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-17.2K- 37.89% |
$407K - $433K
|
28.1K
$760K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17.4K- 39.38% |
$413K - $440K
|
26.9K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.2K- 43.4% |
$454K - $484K
|
25K
$675K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-19.2K- 22.59% |
$455K - $484K
|
65.8K
$1.78M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.2K- 51.09% |
$455K - $484K
|
18.4K
$497K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-19.3K- 18.67% |
$458K - $487K
|
84.2K
$2.27M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 47.16% |
$484K - $515K
|
22.9K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-20.6K- 67.58% |
$488K - $519K
|
9.87K
$267K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-20.7K- 52.1% |
$491K - $522K
|
19K
$514K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21K- 62.41% |
$497K - $529K
|
12.6K
$341K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.8K- 45.62% |
$518K - $551K
|
26K
$703K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-22.2K- 41.1% |
$526K - $560K
|
31.8K
$859K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-22.6K- 68.33% |
$535K - $570K
|
10.5K
$283K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-24.6K- 42.63% |
$584K - $621K
|
33.2K
$895K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-25.3K- 45.23% |
$600K - $639K
|
30.7K
$829K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.4K- 43.62% |
$627K - $667K
|
34.2K
$923K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-26.7K- 52.49% |
$632K - $673K
|
24.1K
$652K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-26.8K- 36.83% |
$635K - $676K
|
46K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.2K- 54.72% |
$692K - $736K
|
24.2K
$653K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-29.6K- 60.09% |
$701K - $746K
|
19.7K
$531K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30.3K- 53.04% |
$717K - $763K
|
26.8K
$724K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-30.7K- 12.55% |
$728K - $775K
|
214K
$5.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-31.3K- 3.74% |
$742K - $790K
|
806K
$21.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.7K- 29.54% |
$847K - $901K
|
85.2K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-36.8K- 53.33% |
$871K - $927K
|
32.2K
$869K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40K- 45.09% |
$948K - $1.01M
|
48.7K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.2K- 56.77% |
$976K - $1.04M
|
31.4K
$847K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.9K- 16.33% |
$993K - $1.06M
|
215K
$5.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-42.6K- 62.84% |
$1.01M - $1.08M
|
25.2K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43.1K- 53.16% |
$1.02M - $1.09M
|
37.9K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-44K- 57.4% |
$1.04M - $1.11M
|
32.7K
$882K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.5K- 30.83% |
$1.06M - $1.12M
|
99.9K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-45.6K- 56.72% |
$1.08M - $1.15M
|
34.8K
$940K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-46K- 48.13% |
$1.09M - $1.16M
|
49.6K
$1.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-46.5K- 73.13% |
$1.1M - $1.17M
|
17.1K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-47K- 44.98% |
$1.11M - $1.19M
|
57.5K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-49K- 74.41% |
$1.16M - $1.24M
|
16.9K
$455K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.5K- 66.59% |
$1.2M - $1.27M
|
25.3K
$684K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-53.5K- 51.91% |
$1.27M - $1.35M
|
49.5K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-54K- 55.41% |
$1.28M - $1.36M
|
43.5K
$1.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-56K- 87.01% |
$1.33M - $1.41M
|
8.37K
$226K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-70.5K- 56.9% |
$1.67M - $1.78M
|
53.4K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-72.7K- 62.86% |
$1.72M - $1.83M
|
42.9K
$1.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.7K- 46.66% |
$1.8M - $1.91M
|
86.6K
$2.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-83.2K- 84.87% |
$1.97M - $2.1M
|
14.8K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-85.5K- 33.64% |
$2.03M - $2.16M
|
169K
$4.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-85.9K- 62.95% |
$2.04M - $2.17M
|
50.6K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-87.2K- 61.1% |
$2.07M - $2.2M
|
55.5K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-90.1K- 85.22% |
$2.14M - $2.27M
|
15.6K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92K- 17.87% |
$2.18M - $2.32M
|
423K
$11.4M
|